| Name | Title | Contact Details |
|---|---|---|
Katie Parker |
VP, Associate General Counsel | Profile |
Jenna Harbaugh |
VP, Compliance Officer | Profile |
Joseph Hirschy |
AVP, Compliance | Profile |
Jessica Tanem |
VP Retail Compliance Officer | Profile |
Jillian Rich |
Assistant General Counsel | Profile |
Bigelow is the M + A Advisor exclusively for owners of high-performing private companies — Entrepreneur Owner-Managers with their skin in the game. Our scrappy boutique firm behaves as one collaborative team. Leveraging our independence and exclusive EOM focus, we have helped hundreds of clients build and capture Enterprise Value while respecting their values, their legacy and the intersection of their professional and personal goals. Frequently our work with clients goes on for years in advance of a wealth-building transaction. Unlike virtually all of the firms with which we compete, we are independently owned. We have only one source of revenue — our Entrepreneur Owner-Manager clients. No referral fees. No investing, trading, lending, or underwriting. No buy-side advisory. No products to sell. No conflicts. We aspire to be completely aligned with achieving our clients potential, striving endlessly to be masters of our craft.
BRP is now The Baldwin Group! Weve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, weve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue whats possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And thats what The Baldwin Group will continue to do for years to come: we protect the possible.
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Brown & Brown is a prominent insurance brokerage firm based in Daytona Beach, Florida, with a history that dates back to 1939. Originally founded as Brown & Owen, the company has grown to become one of the largest insurance intermediaries globally and is publicly traded on the NYSE under the ticker BRO. It has been part of the S&P 500 since 2021 and has earned recognition as a Great Place to Work Certified™ company since 2018. The company operates through four main business segments: Business Insurance, which offers tailored risk management solutions; Personal Insurance, providing coverage for high-net-worth individuals; Programs & Underwriting, managing niche insurance programs; and Wholesale Brokerage, serving as an intermediary for agents and carriers. Brown & Brown emphasizes a customer-focused approach and has achieved significant growth through both organic expansion and strategic acquisitions. Its diverse service offerings cater to businesses, individuals, and insurance agents, reinforcing its position as a leader in the insurance industry.
With Stephen Drotter, author of The Leadership Pipeline and The Performance Pipeline, as Chairman, Leadership Pipeline Institute is the official research institute and leading global provider of solutions based on the two pipeline books, which have sold more than 300,000 copies around the world. The Leadership Pipeline institute is: • The leading global provider of Leadership Pipeline and Specialist Pipeline solutions to private and public organizations • The leading organization for research within the Leadership Pipeline and Specialist Pipeline arena • The global "magnet" for everyone with an interest in the Leadership Pipeline and Specialist concept and how it is applied Today, the Leadership Pipeline is perceived as one of the most influential leadership models through the last two decades. A significant number of the FORTUNE 500 companies have successfully implemented the Leadership Pipeline as their main leadership infrastructure for selecting and growing leaders at all levels and it has seamlessly been applied to corporate, non-profit and public organizations around the world. Leadership Pipeline Institute is specialized in supporting organizations building an internal pipeline of qualified leaders and specialists and in creating empowered, performance- and execution-focused organizations. Working with Leadership Pipeline Institute, you will receive acknowledged hands-on solutions that can be easily customized to your organization and are based on the latest applied global research and experience from some of the worlds most successful companies.